Michelle Carter

@Polianta Ltd

Latest period2024 - Q4

Reported2d ago

Managed Assets$209.294M

Total holdings72

Assets growth rate-1.76%

Assets growth rate (2-Q avg)3.03%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Polianta Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Polianta Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 209.294M in assets, with a quarterly growth rate of -1.76% and a 2-quarter average growth rate of 3.03%. The portfolio is managed by Michelle Carter, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ETREntergy Corp Recent Activity New Position	0.62%	$1.288M 17,000 shares@ $75.77 avg price	New Position
GLGlobe Life Inc Recent Activity New Position	0.6%	$1.249M 11,200 shares@ $111.52 avg price	New Position
UNMUnum Group Recent Activity New Position	0.6%	$1.241M 17,000 shares@ $73.0 avg price	New Position
UBERUber Technologies Inc Recent Activity New Position	0.58%	$1.206M 20,000 shares@ $60.3 avg price	New Position
APPApplovin Corp Recent Activity New Position	0.58%	$1.198M 3,700 shares@ $323.79 avg price	New Position
SWKStanley Black & Decker Inc Recent Activity New Position	0.58%	$1.196M 14,900 shares@ $80.27 avg price	New Position
NEMNewmont Corp Recent Activity New Position	0.54%	$1.124M 30,200 shares@ $37.22 avg price	New Position
DGDollar General Corp Recent Activity New Position	0.54%	$1.114M 14,700 shares@ $75.79 avg price	New Position
AUAnglogold Ashanti Plc Recent Activity New Position	0.53%	$1.103M 47,800 shares@ $23.08 avg price	New Position
MUMicron Technology Inc Recent Activity New Position	0.53%	$1.102M 13,100 shares@ $84.13 avg price	New Position